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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

288 firms manage $3.0 trillionNorth Carolina

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 020
    CAPTRUSTRaleigh, NC · 41,750 clientsAsset managerHybridCapfinancial Securities, LLC.
    No custodian reported
    $1.2T
  2. 051
    Allspring Global Investments, LLCCharlotte, NC · 10,401 clientsAsset managerHybridAllspring Funds Distributor, LLC
    Northern Trust 36%State Street 25%
    $476B
  3. 064
    Barings LLCCharlotte, NC · 417 clientsAsset managerHybridBarings Securities LLC
    Citi 76%BNY 24%
    $393B
  4. 080
    Allspring Funds Management, LLCCharlotte, NC · 10,118 clientsAsset managerHybridAllspring Funds Distributor, LLC
    Wells Fargo 64%Morgan Stanley 26%
    $325B
  5. 210
    Brighthouse Investment Advisers, LLCCharlotte, NC · 5,705 clientsAsset managerHybridBrighthouse Securities, LLC
    State Street 50%Brighthouse Life Insurance 47%
    $133B
  6. 350
    Sterling Capital Management LLCCharlotte, NC · 3,508 clientsAsset managerHybrid
    Truist Bank 53%Fidelity Management Trust Comapany 34%
    $69B
  7. 484
    Wells Fargo Investment Institute, Inc.Charlotte, NC · 12,216 clientsWealth managerBank-affiliatedHybridWells Fargo Advisors Financial Network, LLC, Wells Fargo Bank, National Association
    Wells Fargo 100%
    $43B
  8. 584
    Alight Financial Advisors, LLCCharlotte, NC · 195,957 clientsBroker-dealer firmHybridAlight Financial Solutions, LLC, clears through Pershing, Apex Clearing
    No custodian reported
    $35B
  9. 939
    Stepstone Private WealthCharlotte, NC · 14 clientsAsset managerHybrid
    No custodian reported
    $18B
  10. 964
    Independent Advisor Alliance, LLCCharlotte, NC · 45,002 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $17B
  11. 1159
    Global Endowment Management, LPCharlotte, NC · 46 clientsPrivate fund adviser
    BNY 100%
    $13B
  12. 1200
    Churchill Investment Management LLCCharlotte, NC · 8 clientsPrivate fund adviser
    No custodian reported
    $12B
  13. 1271
    Truebridge Capital PartnersChapel Hill, NC · 250 clientsPrivate fund adviser
    No custodian reported
    $11B
  14. 1283
    Adhesion Wealth Advisor SolutionsCharlotte, NC · 113 clientsAsset managerAffiliated broker-dealerAssetmark Brokerage, LLC
    Schwab 75%Fidelity 25%
    $11B
  15. 1337
    Ridgemont Partners Management, LLCCharlotte, NC · 32 clientsPrivate fund adviser
    No custodian reported
    $10B
  16. 1515
    Horizon Investments LLCCharlotte, NC · 1,467 clientsAsset managerHybrid
    Axos 68%
    $8.5B
  17. 1529
    Asana Partners, LPCharlotte, NC · 9 clientsPrivate fund adviser
    No custodian reported
    $8.4B
  18. 1551
    Wedge Capital Management LLPCharlotte, NC · 184 clientsAsset manager
    Northern Trust 30%U.S. Bank 25%PNC Bank 25%
    $8.1B
  19. 1835
    Bell PartnersGreensboro, NC · 30 clientsPrivate fund adviserAffiliated broker-dealerAdvisors Asset Management, Inc., BGO Capital (canada) Inc.
    No custodian reported
    $6.1B
  20. 1860
    Veratis Advisors, Inc.Cary, NC · 105 clientsAsset manager
    Schwab 100%
    $6.0B
  21. 2015
    Pamlico CapitalCharlotte, NC · 7 clientsPrivate fund adviser
    No custodian reported
    $5.3B
  22. 2021
    Alumina Investment ManagementCharlotte, NCAsset manager
    BNY 100%
    $5.3B
  23. 2200
    Bragg Financial Advisors IncCharlotte, NC · 1,613 clientsWealth manager
    Pershing 87%
    $4.7B
  24. 2236
    QHP Capital, L.P.Raleigh, NC · 15 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  25. 2244
    Franklin Street Advisors Inc.Chapel Hill, NC · 413 clientsWealth managerBank-affiliatedAffiliated broker-dealerComerica Securities,inc., Fifth Third Securities, Inc.
    SEI 56%Fidelity 44%
    $4.5B
  26. 2356
    Salem Investment Counselors IncWinston Salem, NC · 1,361 clientsWealth manager
    Schwab 100%
    $4.2B
  27. 2500
    Plexus CapitalRaleigh, NC · 17 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  28. 2519
    Falfurrias Management Partners LPCharlotte, NC · 7 clientsPrivate fund adviser
    No custodian reported
    $3.7B
  29. 2610
    Biltmore Family Office, LLCCharlotte, NC · 86 clientsWealth manager
    Schwab 98%
    $3.5B
  30. 2649
    Colony Family Offices, LLCCharlotte, NC · 656 clientsWealth manager
    Fidelity 100%
    $3.4B
  31. 2681
    Verger Capital ManagementWinston-Salem, NC · 10 clientsPrivate fund adviserHybrid
    Northern Trust 53%Fidelity 36%
    $3.3B
  32. 2801
    Cornerstone Advisors, LLCAsheville, NC · 2 clientsAsset manager
    No custodian reported
    $3.0B
  33. 2812
    New Republic PartnersCharlotte, NC · 108 clientsAsset manager
    Schwab 100%
    $3.0B
  34. 2890
    Smith Salley Wealth ManagementGreensboro, NC · 1,129 clientsWealth manager
    Schwab 51%Fidelity 49%
    $2.9B
  35. 2994
    Guardian Wealth Advisors, LLCRaleigh, NC · 2,262 clientsWealth managerHybrid
    Schwab 100%
    $2.7B
  36. 3080
    First Citizens Investor Services, Inc.Raleigh, NC · 7,645 clientsBroker-dealer firmHybridFirst Citizens Capital Securities, LLC, First Citizens Investor Services, Inc.
    Pershing 100%
    $2.6B
  37. 3182
    Alphastar Capital ManagementCornelius, NC · 8,525 clientsWealth managerHybridBarnabas Capital, LLC
    Schwab 100%
    $2.5B
  38. 3188
    Cornerstone WealthHuntersville, NC · 2,506 clientsWealth managerHybrid
    Fidelity 73%Schwab 27%
    $2.5B
  39. 3268
    Capital Investment Advisory Services, LLCRaleigh, NC · 6,276 clientsWealth managerHybridCapital Investment Brokerage, Inc., Capital Investment Group, Inc.
    Schwab 50%Pershing 50%
    $2.4B
  40. 3487
    Tiverton Advisors, LLCRaleigh, NC · 9 clientsPrivate fund adviser
    No custodian reported
    $2.1B

RIAs by state